Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 40 retirement plans report an interest in this investment, totaling $3.6B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: State ST S&P 500 Indx SL CL II, State ST S & P 500 Indx SL. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SCHNEIDER ELECTRIC HOLDINGS, INC. SCHNEIDER ELECTRIC 401(K) PLAN | WESTMONT IL | 20,597 | $5.1B | $704.0M |
| 2 | SOLVENTUM CORPORATION SOLVENTUM VOLUNTARY INVESTMENT PLAN | MAPLEWOOD MN | 11,390 | $2.6B | $586.8M |
| 3 | INTUIT INC. INTUIT INC. 401(K) PLAN | MOUNTAIN VIEW CA | 24,200 | $3.7B | $521.1M |
| 4 | SONOCO PRODUCTS COMPANY SONOCO RETIREMENT & SAVINGS PLAN | HARTSVILLE SC | 11,080 | $1.7B | $392.5M |
| 5 | THE LUBRIZOL CORPORATION THE LUBRIZOL CORPORATION EMPLOYEES PROFIT SHARING AND SAVINGS PLAN | WICKLIFFE OH | 3,932 | $1.5B | $290.5M |
| 6 | CDK GLOBAL II LLC CDK GLOBAL 401(K) PLAN | AUSTIN TX | 3,154 | $735.5M | $234.4M |
| 7 | ROPES & GRAY LLP ROPES & GRAY LLP RETIREMENT SAVINGS PLAN | BOSTON MA | 2,706 | $1.4B | $197.4M |
| 8 | SANTANDER HOLDINGS USA, INC. SANTANDER 401(K) PLAN | WYOMISSING PA | 12,035 | $1.9B | $112.0M |
| 9 | BOSE CORPORATION BOSE EMPLOYEES' RETIREMENT SAVINGS 401(K) PLAN | FRAMINGHAM MA | 1,638 | $680.9M | $104.9M |
| 10 | ATLAS COPCO NORTH AMERICA LLC ACNA 401(K) PLAN | PARSIPPANY NJ | 8,055 | $1.1B | $86.2M |
